AgentSkillsCN

deal-desk

用于管理续订谈判中的定价、包装和审批工作流时使用。

SKILL.md
--- frontmatter
name: deal-desk
description: Use to manage pricing, packaging, and approval workflows for renewal
  negotiations.

Renewal Deal Desk Skill

When to Use

  • •Structuring pricing proposals, multi-year offers, or incentive bundles on renewals.
  • •Coordinating finance, legal, and exec approvals for discounts or contractual changes.
  • •Ensuring negotiation notes, approvals, and commitments are logged for auditability.

Framework

  1. •Pricing Guardrails – define floor rates, uplift expectations, unit economics, and exception thresholds.
  2. •Approval Ladder – map discount bands and non-standard terms to required approvers and SLAs.
  3. •Packaging Toolkit – list common offer constructs (multi-year, success-based, bundling) with positioning guidance.
  4. •Documentation Standards – specify data needed in each deal (business case, ROI, churn risk, competitor intel).
  5. •Post-Deal Review – feed outcomes into analytics to refine guardrails and coach GTM teams.

Templates

  • •Deal intake form capturing pricing ask, rationale, and risk level.
  • •Approval matrix cheat sheet with contact info and expected turnaround.
  • •Commercial summary sheet for exec briefings.

Tips

  • •Partner early with finance to forecast impact of concessions.
  • •Keep revision history accessible to avoid conflicting promises.
  • •Sync final terms back to CRM/billing immediately to prevent renewal errors.